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Protect Your Legacy, Plan For The Future.

Expert Trust & Will Services For Individuals and Families

ABOUT US

We Introduce To You 1on1 Eldercare

Our team of experienced attorneys and financial professionals are dedicated to helping you plan for the future. We saw the need for comprehensive trust and will services that prioritize compassion, expertise, and integrity.

Today we proudly serve clients across California, providing personalized guidance and support every step of the way.

Our Commitment

Our customized and state-specific estate planning documents cover everything you need:

  • Nominate guardians for your children

  • List and manage your assets

  • Outline medical emergency procedures

Rest easy knowing your affairs are in order, with:

  • Revocable Living Trust

  • Schedule of Assets

  • Last Will & Testament (Pour Over Will)

  • HIPAA Authorization

  • Living Will

  • Power of Attorney

  • Certification of Trust

Enjoy the benefits of our Trust-Based Estate Plan:

  • Control who handles your affairs

  • Leave specific gifts

  • Determine asset distribution

  • Exclude individuals from receiving property

  • Specify final arrangements

  • Note special requests

  • Designate healthcare agents

  • Grant access to medical records

  • Add conditions to asset distributions

  • Avoid probate court

Your personal support team is always ready to help

Have questions about your plan? Get expert answers, not guesses or Google searches! Our dedicated team is available to assist you. We guarantee a prompt response, ensuring a seamless and stress-free experience. Your peace of mind is our priority.

Feedbacks From Our Clients

"I was overwhelmed by the complexity of estate planning, but the team made every thing so simple and clear. They helped me set up living Trust that ensures my family is taken care of, I have peace of mind knowing my wishes will be honored. I highly recommend their services!"

John S. - Upland, CA

"I never thought estate planning was something I need until my friend suggested it. The advisors at this firm provided top-notch services and made the entire process hassle-free. Now I feel secure knowing that my assets are protected and my loved ones won't face any legal complications "

Michael A. - Rancho Cucamonga, CA

Frequently Asked Questions

Q: How does a Trust protect my assets and privacy?

A Trust keeps your properties and assets private, shielding them from public records and maintaining confidentiality. It also protects your assets from creditors, lawsuits, and other potential threats.

Q: How does a Trust protect my assets and privacy?

A Trust keeps your properties and assets private, shielding them from public records and maintaining confidentiality. It also protects your assets from creditors, lawsuits, and other potential threats.

Q: What is a real estate Trust, and how does it work?

A real estate Trust is a legal entity that holds ownership of your properties, managing and distributing them according to your wishes. It works by transferring your properties to the Trust, which then manages and distributes them according to your instructions.

Q: What are the benefits of having a Trust for rental properties?

A Trust can help manage rental properties, collect rent, and distribute profits to beneficiaries, all while maintaining control and privacy.

Q: Why do I need a Trust for my real estate properties?

A Trust provides privacy, protection, and control over your properties, avoiding probate, reducing taxes, and ensuring smooth transfer to beneficiaries.

Q: Can I avoid probate with a real estate Trust?

Yes, a Trust allows you to avoid probate, ensuring a seamless transfer of properties to your beneficiaries without the need for court intervention.

Q: How do I transfer property to a Trust?

You can transfer property to a Trust by deed, title, or other legal documents, depending on your location and property type

Q: How does a Trust affect my property taxes and insurance?

A Trust may impact property taxes and insurance, so it's essential to consult with a professional to understand the specific implications for your situation.

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